OneDrive Integration in Dash SaaS -

OneDrive Integration in Dash SaaS

Introducing OneDrive Integration with Workdo-dash

Unlock a world of convenience as you seamlessly integrate OneDrive into your Workdo-dash experience. With this integration, your OneDrive files are effortlessly accessible within the Workdo-dash interface, eliminating the need for constant application switching and downloads. Whether you’re viewing Word documents, Excel spreadsheets, text files, or images, the Viewer/Editor allows you to edit and interact with files directly, all without the hassle of saving them locally.

But it doesn’t stop there – Workdo-dash takes your OneDrive experience to the next level. The Settings Page simplifies integration by letting you save your OneDrive credentials and choose submodules to enable. Explore files and images with stunning visual grids, keep things organized with structured lists, and link OneDrive folders to submodules for improved collaboration and organization. Elevate your file management and collaboration with the intuitive Workdo-dash platform and enjoy a more streamlined and productive workflow.



Step 1: Super Admin Access:

  • Ensure that your super admin has system access before proceeding.
  • One Drive Dash Saas

  • Navigate to the “add-on manager” section within the super admin dashboard.
  • To initiate the setup process, click the “+” button for “Module Setup.”
  • One Drive Dash Saas

  • You will be prompted to upload the ZIP file for the “OneDrive Add-On.”
  • One Drive Dash Saas

  • Remember to enable the module after completing the setup, allowing others to utilize it.
  • One Drive Dash Saas

Step 2: Company Settings Steps:

  • Once the super admin has enabled the OneDrive Add-On, company admins can proceed with the setup.
  • Start by visiting the “subscription plan” page and selecting the relevant “usage plan.”
  • One Drive Dash Saas

  • Locate the OneDrive Add-On and complete the purchase process.

Step 3: How to use the OneDrive Add-on?

  • Go to the settings page and access “system settings.”
  • One Drive Dash Saas

  • Within the system settings, locate the OneDrive add-on.
  • One Drive Dash Saas

  • After finding the OneDrive Add-On, you will need to choose and upload a JSON file.
  • To learn how to generate the required JSON file, refer to this link:
  • Once this process is complete, you will have the option to enable or disable this setting for various modules, including:

1. Accounting

  • Customer
  • Vendor
  • Accounts
  • Revenue
  • Bill
  • Transaction

2. General

  • Invoice
  • Proposal
  • Contract
  • Contracts

3. HRM

  • Employee
  • Payslip
  • Event
  • Leave
  • Document

4. CRM

  • Lead
  • Deal

5. POS

  • Purchase
  • Warehouse
  • POS Order

6. Product and Service

  • Products
  • Recruitment

7. Recruitment

  • Job Application
  • Interview Schedule

8. Retainer

  • Retainers

9. Sales

  • Account
  • Opportunities
  • Sales Invoice
  • Cases
  • Sales Document
  • Meeting

10. Support Ticket

  • Tickets
  • Knowledge

11. Project

  • Projects
  • Task
  • Bug

12. Contract

  • Contracts

13. Notes

  • Notes

14. Assets

  • Assets

Once you’ve selected the modules and enabled the settings, you will see the “OneDrive” button on the enabled module’s page.

Clicking this button allows you to upload files by clicking the “+” button and manage uploaded files. This outlines the process of OneDrive Integration within Dash SaaS.

Need more help?

If you’re still uncertain or need professional guidance, don’t hesitate to contact us. You can contact us via email or submit a ticket with a description of your issue. Our team of experts is always available to help you with any questions. Rest assured that we’ll respond to your inquiry promptly.

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